tim@emorningcoffee.com
The great reveal: 1H2023 update
This article is an update to an article I penned in February regarding my personal portfolio. For me, it's painful reading!
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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
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tim@emorningcoffee.com
Jun 6, 20234 min
OPEC+ is at it again
This past weekend, OPEC+ jumped back into action to address falling oil prices by curtailing supply. In fact, as we now have learned, it...
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tim@emorningcoffee.com
May 30, 20233 min
BIPs, RIPs and CHIPs
Get ready for the next FOMC meeting and a market rip following the debt ceiling agreement. Want to better understand semiconductors?
710
tim@emorningcoffee.com
May 8, 20236 min
Take aways from Berkshire Hathaway’s 2023 shareholder meeting
“What gives you opportunities is other people doing dumb things ... In the 58 years we’ve been running Berkshire, I would say there’s...
1150
tim@emorningcoffee.com
Apr 5, 20234 min
S&P 500 1Q2023: Tech stars dominate (again)
Tech companies drove the 7% return of the S&P 500 in the 1Q23. Without the "magnificent seven", the index would have been flattish.
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tim@emorningcoffee.com
Mar 13, 202312 min
The end of Silicon Valley Bank
Silicon Valley Bank went from fine to dead in less than 48 hours. Why and how? Could it have been prevented? What now?
2020
tim@emorningcoffee.com
Feb 27, 20236 min
Stock repurchases (thanks Mr Buffet)
In his Letter to Shareholders, Mr Buffet raised the issue of the 1% excise tax on stock repurchases, a bad idea. I think he is right!
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tim@emorningcoffee.com
Feb 23, 20237 min
The Great Reveal
Since I write a lot about markets and macroeconomic topics, it is only fair that I talk about my own investment portfolio.
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tim@emorningcoffee.com
Feb 14, 20237 min
Stocks - do they always go up?
Stocks do not always go up over shorter periods, but they do over longer periods. This article provides empirical support, see for yourself
2010
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